FFP

FourThought Financial Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.19M 1.19%
+37,123
27
$7.79M 1.13%
+222,828
28
$7.1M 1.03%
+26,608
29
$7M 1.01%
+90,003
30
$6.91M 1%
+82,315
31
$6.84M 0.99%
+62,233
32
$6.6M 0.96%
+167,462
33
$6.45M 0.93%
+12,170
34
$6.32M 0.92%
+126,159
35
$6.07M 0.88%
+17,266
36
$5.9M 0.86%
+73,595
37
$5.42M 0.78%
+61,374
38
$5.18M 0.75%
+56,848
39
$4.96M 0.72%
+42,374
40
$4.9M 0.71%
+50,310
41
$4.56M 0.66%
+39,181
42
$4.43M 0.64%
+303,050
43
$4.15M 0.6%
+27,834
44
$4.11M 0.6%
+42,409
45
$4M 0.58%
+149,787
46
$3.84M 0.56%
+69,716
47
$3.82M 0.55%
+207,438
48
$3.75M 0.54%
+4,432
49
$3.65M 0.53%
+27,503
50
$3.6M 0.52%
+10,360
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